Expertise

Larry has been studying retirement planning for over twenty years. He learned from some of the early pioneers like Ken Dychtwald Ph.D. and Elwood Chapman. They taught him that retirement planning is more than just investing. It involves finding answers to important questions like:

• Can I maintain my current lifestyle in retirement?
• When should I start taking social security?
• Should I take a lump sum or pension?
• What happens to my 401(k) when I retire?
• Should I consider a Roth Conversion?

Larry has also developed a passion for teaching others about the retirement planning process offering several retirement educational programs and workshops - many with a focus on women.

Contact us for more information about upcoming programs.